SOUTHEAST FINANCIAL CREDIT UNION C/O ADAM TOUNGETTE Charity Report

Public IRS 990 nonprofit record

SOUTHEAST FINANCIAL CREDIT UNION C/O ADAM TOUNGETTE

EIN 62-0382058 · Arts, Culture & Humanities (A)

What they do

PROVIDE FINANCIAL SERVICES for APPROXIMATELY 38,654 MEMBERS IN THE FORM of LOANS, SAVINGS ACCOUNTS, SHARE CERTIFICATES and OTHER FINANCIAL SERVICES.

Before you give

Should I give to this charity?

Easy charity check

We do not have enough spending detail

Basic public information is available, but it is not enough to judge how well donations are used. Ask the charity for a current spending breakdown and results.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders17 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$97.73spent for every $100 of revenueRevenue covered expenses this year.

$14.82in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $1,008,462 for JEFF DAHLSTROM (PRESIDENT). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

Money in and money out

Revenue$31,581,827

Expenses$30,863,516

Annual surplus $718,311 Revenue was higher than expenses for this filing year.

See all reported dollar amounts

Revenue$31,581,827

Expenses$30,863,516

Assets$457,257,969

Income$31,966,538

Stocks and bonds$16,597

Accounting fees$96,450

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JEFF DAHLSTROMPRESIDENT · 40 hrs/week $1,008,462Base $973,657 · Other $34,805

JOHN JACOWAYCEO · 40 hrs/week $998,999Base $968,707 · Other $30,292

KENDRICK COULTHARDPRESIDENT OF SFWM · 40 hrs/week $384,545Base $355,035 · Other $29,510

KELLY KEENANCOO · 40 hrs/week $236,443Base $213,565 · Other $22,878

DAVID KELLEYCLO · 40 hrs/week $221,050Base $198,952 · Other $22,098

RONNIE MILLERCAO · 40 hrs/week $212,022Base $188,393 · Other $23,629

LELAH HILLVP, HUMAN RESOURCES · 40 hrs/week $205,241Base $184,751 · Other $20,490

SUSAN HAMILTONVP, COMPLIANCE AND TRAININ · 40 hrs/week $165,831Base $143,186 · Other $22,645

JAMES LOCKHARTDIRECTOR, INFORMATION TECHNOLOGY · 40 hrs/week $154,175Base $140,926 · Other $13,249

DANA KLINGERVP, RISK MANAGEMENT · 40 hrs/week $144,805Base $137,262 · Other $7,543

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (17)

JEFF DAHLSTROMPRESIDENT

JOHN JACOWAYCEO

KENDRICK COULTHARDPRESIDENT OF SFWM

KELLY KEENANCOO

DAVID KELLEYCLO

RONNIE MILLERCAO

LELAH HILLVP, HUMAN RESOURCES

SUSAN HAMILTONVP, COMPLIANCE AND TRAININ

JAMES LOCKHARTDIRECTOR, INFORMATION TECHNOLOGY

DANA KLINGERVP, RISK MANAGEMENT

WALTER COSTNERBOARD MEMBER

BEVERLY A HICKSBOARD MEMBER

TROY CRAWFORDBOARD MEMBER

SCARLET SNEEDBOARD MEMBER

KELSIE JONESBOARD MEMBER

CLEO DUCKWORTHCHAIR, BOARD MEMBER

BILLY HATMAKERBOARD MEMBER

About this charity

Recognized since: January 1952
Location: 220 S ROYAL OAKS BLVD, FRANKLIN, TN 37064-5313
County: Williamson
In care of: % JOHN JACOWAY
Primary officer: ADAM TOUNGETTE, CONTROLLER

How to reach them

WebsiteVisit the charity’s website Phone(615) 743-3700

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: CRI ADVISORS LLC
NTEE classification: Arts, Culture & Humanities (A)
IRS tax category: Arts, Culture & Humanities